MSPbots Setup Report

Widget Name

Description

Solution

Sync Error Integration

A sync error will result in inaccurate reports. This widget shows the number of integrations that are currently having sync errors.

Please go to the Integrations page to fix the errors.

Unconnected Integration

Connecting to integrations allows you to maximize the benefits of MSPbots. This widget shows the number of available integrations that are not connected and ready for setting up.

Please go to the Integrations page to link those integrations.

Azure AD Authorization

Syncing the AAD to MSPbots eliminates the need to manually update and sync the user directory. This widget shows whether or not AAD authorization is complete and successful.

Please go to the Integrations page, search for Teams and click the Sync button.

Main Bot Switch

Bots need to be activated for the alerts to work. This widget shows if the main bot switch is on or off.

The Turn off all button on the Bots section is a master switch that disables all bots from sending messages to users. This works like a quick "disable all" button that should be used when you encounter massive errors from the bots and you can't turn off the bot that is generating errors.  

Missing Manager Info

Manager info is important for escalation. This widget shows how many users do not have corresponding manager info in their accounts.

To add or complete manager info, view How to Set Up Manager and Job Title Info for Employees.

Users Missing Job Titles

Having job title information is important because some bots use job titles as a filter. This widget shows how many users do not have job title information.

To add missing job titles, view How to Set Up Manager and Job Title Info for Employees.

Not Guest User with PSA Account

Users with PSA accounts may get disabled accidentally. This widget flags admin to ensure that accounts do not get disabled by mistake. Users that are disabled in the AAD are excluded. 

Go to User Management and select the Show Disabled users checkbox. Search for the users with PSA accounts but are disabled. Tick the check box in front of the users and click the Enable button. 

Ticket “In Progress” Status Setting

This widget shows if the “in progress” setting is already set up.

Go to Apps and open the Attendance app. Click the In progress status button and select your in-progress status name.

Bot Messages Count Last 7 Days

When the bots are enabled, this widget shows how many bots were generated in the last 7 days. It also shows how many have been received and read over the same period.

PSAU without Home Channel

This shows how many PSAU (PSA Users) do not have the home channel setting.

Go to User Management. Select the user, click Edit then select a Home Channel. This parameter can be used in the bot channel alert.  

Number of users have no work schedule

This widget shows the number of users without assigned work schedules. A work schedule is needed to trigger the attendance alert and Tech Stat Reviewer bot, which sends the utilization and ticket in progress alerts 10 minutes before the scheduled off time

Go to Work Schedule and add a schedule to each user, or use the template function to add to multiple users.

Users with messages switch off

This displays the number of users whose message is switched off. The user won't receive any messages from the bot if this switch is off.